Start Callingly client setup when an account is created
A new Salesforce account can kick off the Callingly client setup that helps your onboarding process keep moving.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Creating client records by hand adds another onboarding step to remember.
- Start client setup from a Salesforce account event.
- Reduce repeated administrative steps during onboarding.
- Keep account creation connected to your calling operations.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Callingly once in the Notis portal.
- 2Create an automation and tell Notis when an account should become a Callingly client.
- 3Pick the Salesforce Account Created or Updated trigger.
- 4Choose a report channel and test with a real account that is ready for onboarding.
Questions about this workflow
Does the account trigger include updates too?
Yes. The listed event fires for Salesforce Account creation and updates.
Will updates create duplicate Callingly clients?
State in your instruction how to handle an account that already has a corresponding client; the trigger itself includes updates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Callingly. A trigger fires from one place; an action lands in another.
Salesforce triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Salesforce and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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